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    Product R + D

    Life Insurance Policy Review FAQs

    by FIG Marketing September 17, 2020
    written by FIG Marketing

    Updated August 7, 2024, at 3:57 PM

    As it evolves, the financial services industry continues to take a closer look at life insurance to bring awareness to the various products, carriers, tips, and tools that help you enhance client relationships, provide better solutions, and uncover new sales opportunities.

    One such tool we’ve developed at FIG is our Comprehensive Analysis and Review (CAR) program to provide a thorough analysis of a client or prospect’s current life insurance portfolio.

    Continue Reading
    September 17, 2020
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  • Business Development

    Comfy Couch Conduct: Financial Advisor Firms Embracing Virtual Work

    by Surge Business Consulting September 8, 2020
    by Surge Business Consulting September 8, 2020

    Updated September 5, 2023, at 4:14 PM The Big Comfy Couch aired on PBS from the mid-1990s to the mid-2000s. You may remember your children or grandchildren watching the star of the …

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  • Marketing + Branding

    4 Steps to Naming a Financial Services Company

    by Sheryl Theisen August 28, 2020
    by Sheryl Theisen August 28, 2020

    Updated September 6, 2023, at 9:15 PM Done right, naming a financial services company will be deeply personal and very telling. Potential customers will develop their own expectations based on the name …

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FIG Marketing
  • Product R + D
  • Marketing + Branding
  • Business Development
  • FIG News
    • Press
    • Community Relations
    • Events